Meet the Team
Inspiring clients’ confidence in their financial well-being
As an Associate Advisor, I collaborate with the financial advisory team. My goal is to support clients in building a comfortable lifestyle both now and in the future. I strive to educate and empower clients to create a financial plan that ensures a successful and fulfilled life. As a team, we guide individuals through accumulating, preserving, and dispersing their wealth.
Over the past several years, I have gained extensive experience in several areas of the financial services industry. I enjoy being involved behind the scenes in the operations and marketing areas of the firm as well. I get to help implement streamlined processes to enhance the client experience and create engaging and educational content for you!
I am a native Oregonian who now lives in Eastern Washington with my husband, Jeff and our three fur-babies – Desi, Sherlock, and Nova. I love photography and capturing the world around me so you may find me vlogging or searching for the perfect angle of an epic landscape. With my Viticulture and Enology background, I love exploring wine country near and far. But most days, you’ll find me in our garage gym working towards my next P.R. You may also find me on social media as “@THEFITCFP”. I have always been an athlete and coach and fitness remains a pillar of my life. I provide bite-sized finance tips with a fitness twist.
Bachelor of Science in Horticulture – Viticulture and Enology, Oregon State University
Minor – Business and Entrepreneurship
CERTIFIED FINANCIAL PLANNER™ professional
READY TO GET STARTED
Focused on your needs, we provide comprehensive financial planning and investment advisory strategies for individuals and families. We’d love to hear from you.